Ashley D. Tucker, CFP®

Ashley D. Tucker, CFP®

Ashley Tucker has been with Waverly since 2011 and serves as the firm’s Director of Client Experience. She is responsible for creating and implementing a robust and efficient client experience strategy to provide a consistent and improved client experience across the firm’s national footprint. In addition, Ashley is involved in integrating new firms with Waverly’s client service standards and best practices. She also collaborates with the marketing and integration teams as they relate to client service areas.

Ashley’s career as financial planner and advisor at Waverly, combined with her marketing background makes her uniquely situated for this role. Her in-depth understanding of the firm, industry, and clients empowers her to enhance and ensure a consistent client experience.

Ashley resides in Pace, Florida with her husband and two children.



  • Bachelor of Science in Advertising
    University of Florida, Gainesville, FL

Community Involvement

  • IMPACT 100 Pensacola Bay Area, Member
  • Community Foundation of Northwest Florida, Board Member

Ask Me About

  • Waverly’s Client Experience Strategy
  • The steps you should take to transition confidently into retirement
  • Developing your professional team of advisorsMy path to joining the Waverly team
  • My irrational (or perhaps rational) fear of birds and squirrels
  • My family compound in the country